Annex Wealth Management
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Annex Wealth Management Employees
Employee
Years
Job
Industry
Kenneth Symes, MBA Kenneth Symes, MBA's Annex Wealth Management Experience 2014 - Present
Job Wealth Management Specialist at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management 2014 - Present
M4 Financial Partners 2013 - 2014
Self Employed 2005 - 2013
Skills
Investments, Finance, Wealth Management, Trading, Options, Mutual Funds, Retirement Planning, Strategic Planning, Financial Planning, Financial Analysis
Education
Michigan Technological University 1997 — 2000
BS
Cardinal Stritch University 2009 — 2011
MBA
University of Wisconsin-Madison 1989 — 1994
Port Washington High School 1985 — 1989
High School
Annex Wealth Management 2014 - Present
M4 Financial Partners 2013 - 2014
Self Employed 2005 - 2013
Skills
Investments, Finance, Wealth Management, Trading, Options, Mutual Funds, Retirement Planning, Strategic Planning, Financial Planning, Financial Analysis
Education
Michigan Technological University 1997 — 2000
BS
Cardinal Stritch University 2009 — 2011
MBA
University of Wisconsin-Madison 1989 — 1994
Port Washington High School 1985 — 1989
High School
Jason Ganiere Jason Ganiere's Annex Wealth Management Experience 2013 - Present
Job Financial Advisor at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management 2013 - Present
New Berlin Police Department 1994 - 2015
Labor Association of Wisconsin, Inc. 2004 - 2013
Education
Northwestern University 2011 — 2012
Certified Financial Planning Certificate
University of Wisconsin-Milwaukee 2005 — 2006
Certificate in Public Administration
University of Wisconsin-Milwaukee
Master of Science (M.S.)
University of Wisconsin-Milwaukee
Bachelor of Science (B.S.)
Annex Wealth Management 2013 - Present
New Berlin Police Department 1994 - 2015
Labor Association of Wisconsin, Inc. 2004 - 2013
Education
Northwestern University 2011 — 2012
Certified Financial Planning Certificate
University of Wisconsin-Milwaukee 2005 — 2006
Certificate in Public Administration
University of Wisconsin-Milwaukee
Master of Science (M.S.)
University of Wisconsin-Milwaukee
Bachelor of Science (B.S.)
Joseph Schultz Joseph Schultz's Annex Wealth Management Experience August 2012 - May 2014
Job Regional Vice President at Transamerica Capital
Industry Investment Management
Experience
Transamerica Capital May 2014 - Present
Annex Wealth Management August 2012 - May 2014
Transamerica Capital November 2003 - August 2012
SysLogic, Inc. October 1995 - November 2003
Andersen Consulting September 1992 - October 1995
Skills
Financial Planners, Information Technology, Mutual Funds, Variable Annuities, Life Insurance, Long Term Care Insurance, Investments, ETFs, Financial Markets
Education
University of Wisconsin-Milwaukee 1989 — 1992
Bachelor of Business Administration (BBA), Finance and Marketing, 3.8 GPA (4.0 scale)
Kent State University 1987 — 1989
Business Administration
Transamerica Capital May 2014 - Present
Annex Wealth Management August 2012 - May 2014
Transamerica Capital November 2003 - August 2012
SysLogic, Inc. October 1995 - November 2003
Andersen Consulting September 1992 - October 1995
Skills
Financial Planners, Information Technology, Mutual Funds, Variable Annuities, Life Insurance, Long Term Care Insurance, Investments, ETFs, Financial Markets
Education
University of Wisconsin-Milwaukee 1989 — 1992
Bachelor of Business Administration (BBA), Finance and Marketing, 3.8 GPA (4.0 scale)
Kent State University 1987 — 1989
Business Administration
Tom Parks, AIF, CRPS Tom Parks, AIF, CRPS's Annex Wealth Management Experience September 2014 - Present
Job Director of Retirement Plan Services at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management September 2014 - Present
Center for Working Families January 2013 - Present
Make A Difference - Wisconsin September 2009 - Present
M4 Financial Partners May 2011 - September 2014
M&I Trust Company N.A. September 2007 - June 2011
M&I Trust Company N.A. March 2006 - September 2007
M&I Trust Company N.A. August 2003 - March 2006
M&I Trust Company N.A. March 2001 - August 2003
WANGARD PARTNERS September 2000 - December 2000
Centro Del Muchacho Trabajador August 1998 - August 2000
Skills
Retirement Plan..., Qualified Retirement..., Public Speaking, Fiduciary Management, Investments, Retirement Planning, Retirement, Employee Benefits, Mutual Funds, Securities, Strategic Planning, Insurance, Strategic Financial..., Non-profits, Financial Services, Relationship Management, Wealth Management, 401k, Coaching, Asset Allocation, Financial Advisory
Education
Marquette University High School 1990 — 1994
St. Norbert College
BA, Philosophy, Economics
Annex Wealth Management September 2014 - Present
Center for Working Families January 2013 - Present
Make A Difference - Wisconsin September 2009 - Present
M4 Financial Partners May 2011 - September 2014
M&I Trust Company N.A. September 2007 - June 2011
M&I Trust Company N.A. March 2006 - September 2007
M&I Trust Company N.A. August 2003 - March 2006
M&I Trust Company N.A. March 2001 - August 2003
WANGARD PARTNERS September 2000 - December 2000
Centro Del Muchacho Trabajador August 1998 - August 2000
Skills
Retirement Plan..., Qualified Retirement..., Public Speaking, Fiduciary Management, Investments, Retirement Planning, Retirement, Employee Benefits, Mutual Funds, Securities, Strategic Planning, Insurance, Strategic Financial..., Non-profits, Financial Services, Relationship Management, Wealth Management, 401k, Coaching, Asset Allocation, Financial Advisory
Education
Marquette University High School 1990 — 1994
St. Norbert College
BA, Philosophy, Economics
Amy (Buelow) Bremmer, MBA Amy (Buelow) Bremmer, MBA's Annex Wealth Management Experience May 2015 - Present
Job Experienced Finance Professional with Strong Emotional Intelligence and a Knack for Developing Personal Connections
Industry Financial Services
Experience
Annex Wealth Management May 2015 - Present
Global View Capital Advisors July 2012 - May 2015
JP Morgan Chase April 2010 - May 2012
Thrivent Financial for Lutherans September 2009 - April 2010
Infosoft Group May 2009 - September 2009
EMTEQ September 2006 - April 2009
Aurora Health Care April 2000 - November 2006
Education
Alverno College 2010 — 2012
MBA, Master of Business Administration
University of Wisconsin-Milwaukee 2000 — 2006
BA, French and Francophone Studies
University of Wisconsin-Milwaukee - Lubar School of Business 2000 — 2006
BBA, Finance
Negocia Paris France 2005 — 2005
Certificate, International Business
Annex Wealth Management May 2015 - Present
Global View Capital Advisors July 2012 - May 2015
JP Morgan Chase April 2010 - May 2012
Thrivent Financial for Lutherans September 2009 - April 2010
Infosoft Group May 2009 - September 2009
EMTEQ September 2006 - April 2009
Aurora Health Care April 2000 - November 2006
Education
Alverno College 2010 — 2012
MBA, Master of Business Administration
University of Wisconsin-Milwaukee 2000 — 2006
BA, French and Francophone Studies
University of Wisconsin-Milwaukee - Lubar School of Business 2000 — 2006
BBA, Finance
Negocia Paris France 2005 — 2005
Certificate, International Business
Melissa Case, CPA Melissa Case, CPA's Annex Wealth Management Experience September 2013 - Present
Job Chief Financial Officer at Annex Wealth Management
Industry Investment Management
Experience
Annex Wealth Management September 2013 - Present
R.A. Smith National November 2000 - August 2013
Ken Kelly, CPA February 1999 - September 2000
Skills
Deltek Vision, Deltek, Cost Accounting, Job Costing, Proposal Writing, Payroll, Revenue Recognition, Project Accounting, Financial Reporting, Costpoint, Accounting, Financial Statements, Accruals, Variance Analysis, General Ledger, Account Reconciliation, Accounts Payable
Education
University of Wisconsin-Milwaukee 2003 — 2004
MBA
Indiana University South Bend 1996 — 2000
Bachelor of Science, Accounting
Annex Wealth Management September 2013 - Present
R.A. Smith National November 2000 - August 2013
Ken Kelly, CPA February 1999 - September 2000
Skills
Deltek Vision, Deltek, Cost Accounting, Job Costing, Proposal Writing, Payroll, Revenue Recognition, Project Accounting, Financial Reporting, Costpoint, Accounting, Financial Statements, Accruals, Variance Analysis, General Ledger, Account Reconciliation, Accounts Payable
Education
University of Wisconsin-Milwaukee 2003 — 2004
MBA
Indiana University South Bend 1996 — 2000
Bachelor of Science, Accounting
Richard Behrendt, JD, CASL® Richard Behrendt, JD, CASL®'s Annex Wealth Management Experience October 2014 - Present
Job Director of Estate Planning Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management October 2014 - Present
Robert W. Baird & Co. October 2006 - September 2014
University of Wisconsin Law School January 2008 - December 2012
Internal Revenue Service October 1994 - September 2006
Skills
Estate Planning, Estate Tax Planning, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Tax Law, Retirement, Portfolio Management, Mutual Funds, Financial Analysis, Asset Management, Wealth Management..., Multi-generational..., Risk Management, Alternative Investments, Investment Strategies, Securities, Financial Planning, Trusts, Finance
Education
Brooklyn Law School 1990 — 1994
Doctor of Law (J.D.)
Wilbur Wright
Annex Wealth Management October 2014 - Present
Robert W. Baird & Co. October 2006 - September 2014
University of Wisconsin Law School January 2008 - December 2012
Internal Revenue Service October 1994 - September 2006
Skills
Estate Planning, Estate Tax Planning, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Tax Law, Retirement, Portfolio Management, Mutual Funds, Financial Analysis, Asset Management, Wealth Management..., Multi-generational..., Risk Management, Alternative Investments, Investment Strategies, Securities, Financial Planning, Trusts, Finance
Education
Brooklyn Law School 1990 — 1994
Doctor of Law (J.D.)
Wilbur Wright
Rick Kula Rick Kula's Annex Wealth Management Experience November 2013 - Present
Job Retirement Plan Specialist at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management November 2013 - Present
AXA Equitable September 2009 - June 2013
MetLife Financial Services 2004 - 2009
Wells Fargo Advisors January 2003 - July 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Financial Services, Nonprofits, Mutual Funds, 401k, Fixed Annuities, Series 63, Life Insurance, Strategic Financial..., Retirement, Asset Allocation, Securities, Wealth Management, Finance, IRAs, 403 b, Investment Advisory
Education
Carthage College 1999 — 2003
BA, Business Administration and Marketing
Libertyville High School 1996 — 1999
Honor Role
Annex Wealth Management November 2013 - Present
AXA Equitable September 2009 - June 2013
MetLife Financial Services 2004 - 2009
Wells Fargo Advisors January 2003 - July 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Financial Services, Nonprofits, Mutual Funds, 401k, Fixed Annuities, Series 63, Life Insurance, Strategic Financial..., Retirement, Asset Allocation, Securities, Wealth Management, Finance, IRAs, 403 b, Investment Advisory
Education
Carthage College 1999 — 2003
BA, Business Administration and Marketing
Libertyville High School 1996 — 1999
Honor Role
Jessie Vyvyan Jessie Vyvyan's Annex Wealth Management Experience 2005 - 2006
Job Freelance Digital Marketer, Blogger, Life Coach and Mompreneur
Industry Marketing and Advertising
Experience
Corporate To Country May 2014 - Present
Iron Innovative Marketing June 2011 - December 2014
Nurture Inc May 2013 - October 2013
Proven Platinum Marketing, LLC August 2012 - August 2013
Andis Company November 2010 - June 2012
Chiropractic Company January 2006 - November 2010
Annex Wealth Management 2005 - 2006
Skills
Social Media Marketing, Campaigns, Creative Writing, Target Marketing, Advertising, Marketing, Marketing Strategy, Press Releases, Brand Management, Trade Shows, Web Design, Marketing Communications, Social Networking, Online Advertising, Email Marketing, Digital Marketing, Social Media, Integrated Marketing, Market Planning, Public Relations, Marketing Management, Editing, Online Marketing, Facebook, Brand Development, Publishing, Training, Blogging, SEO, Newsletters, E-commerce, Lead Generation, Web Marketing, Copywriting, Management, Art Direction, Direct Mail, Creative Direction, Logo Design, Business Development, Digital Strategy, Website Development, SEM, Interactive Marketing, Direct Marketing, Google Analytics, Corporate Branding, WordPress, Content Strategy, Social Media Measurement
Education
University of Wisconsin-Parkside 2002 — 2005
BA, Communications/Marketing/Journalism
Saint Louis University 2000 — 2002
Communication and Media Studies
Corporate To Country May 2014 - Present
Iron Innovative Marketing June 2011 - December 2014
Nurture Inc May 2013 - October 2013
Proven Platinum Marketing, LLC August 2012 - August 2013
Andis Company November 2010 - June 2012
Chiropractic Company January 2006 - November 2010
Annex Wealth Management 2005 - 2006
Skills
Social Media Marketing, Campaigns, Creative Writing, Target Marketing, Advertising, Marketing, Marketing Strategy, Press Releases, Brand Management, Trade Shows, Web Design, Marketing Communications, Social Networking, Online Advertising, Email Marketing, Digital Marketing, Social Media, Integrated Marketing, Market Planning, Public Relations, Marketing Management, Editing, Online Marketing, Facebook, Brand Development, Publishing, Training, Blogging, SEO, Newsletters, E-commerce, Lead Generation, Web Marketing, Copywriting, Management, Art Direction, Direct Mail, Creative Direction, Logo Design, Business Development, Digital Strategy, Website Development, SEM, Interactive Marketing, Direct Marketing, Google Analytics, Corporate Branding, WordPress, Content Strategy, Social Media Measurement
Education
University of Wisconsin-Parkside 2002 — 2005
BA, Communications/Marketing/Journalism
Saint Louis University 2000 — 2002
Communication and Media Studies
Jeff Schouten Jeff Schouten's Annex Wealth Management Experience January 2014 - Present
Job Branch Director at Annex Wealth Management; Owner CStore Connection LLC
Industry Financial Services
Experience
Annex Wealth Management January 2014 - Present
C-Store Connection LLC January 2014 - Present
MillerCoors June 2012 - December 2013
MillerCoors July 2008 - June 2012
SABMiller November 2006 - June 2008
SABMiller January 2000 - October 2006
Miller Brewing Company August 1995 - December 1999
Miller Brewing Company 1993 - 1995
Miller Brewing Company 1992 - 1993
Miller Brewing Company 1990 - 1992
Skills
National Accounts, Pricing Strategy, Nielsen, Key Account Management, Key Account Development, Beer, Cross-functional Team..., Strategic Planning, Shopper Marketing, Project Planning, Direct Store Delivery, Brand Management, Management, Strategy, Consumer Products, Retail, Spectra, Analysis, Forecasting, Personal Financial..., Investment Strategies, Convenience Stores, Category Management, Promotions, Category Analysis, Customer Insight, Marketing, CRM, Trade Marketing, Income Statement, P&L Management, Pricing, FMCG, Market Planning, Multi-channel Marketing, AC Nielsen, Sales, Customer Marketing, IRI, Competitive Analysis, Distributors, Alcoholic Beverages, Retail Category..., Grocery
Education
Northwestern University 2011 — 2012
Certified Financial Planning Certificate
University of Wisconsin-Milwaukee - Lubar School of Business 1977 — 1982
MBA
University of Wisconsin-Milwaukee 1973 — 1977
BFA
Annex Wealth Management January 2014 - Present
C-Store Connection LLC January 2014 - Present
MillerCoors June 2012 - December 2013
MillerCoors July 2008 - June 2012
SABMiller November 2006 - June 2008
SABMiller January 2000 - October 2006
Miller Brewing Company August 1995 - December 1999
Miller Brewing Company 1993 - 1995
Miller Brewing Company 1992 - 1993
Miller Brewing Company 1990 - 1992
Skills
National Accounts, Pricing Strategy, Nielsen, Key Account Management, Key Account Development, Beer, Cross-functional Team..., Strategic Planning, Shopper Marketing, Project Planning, Direct Store Delivery, Brand Management, Management, Strategy, Consumer Products, Retail, Spectra, Analysis, Forecasting, Personal Financial..., Investment Strategies, Convenience Stores, Category Management, Promotions, Category Analysis, Customer Insight, Marketing, CRM, Trade Marketing, Income Statement, P&L Management, Pricing, FMCG, Market Planning, Multi-channel Marketing, AC Nielsen, Sales, Customer Marketing, IRI, Competitive Analysis, Distributors, Alcoholic Beverages, Retail Category..., Grocery
Education
Northwestern University 2011 — 2012
Certified Financial Planning Certificate
University of Wisconsin-Milwaukee - Lubar School of Business 1977 — 1982
MBA
University of Wisconsin-Milwaukee 1973 — 1977
BFA
Michael Koerner Michael Koerner's Annex Wealth Management Experience August 2003 - Present
Job Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management August 2003 - Present
Financial Planning Association of Southern Wisconsin January 2015 - Present
Financial Planning Association of Southern Wisconsin January 2013 - Present
Milwaukee Brewers Baseball Club July 2001 - June 2004
World Financial Group (WFG) August 1996 - July 2003
Archtiecture 2000 September 1994 - March 1996
Architects III November 1989 - September 1993
Education
Kaplan University 2013 — 2014
CFP® Certification Course, Financial Planning and Services
University of Wisconsin-Milwaukee 1987 — 1993
Bachelor of Science, Architecture
Pulaski High School 1983 — 1987
High School Diploma, Pre-College
Annex Wealth Management August 2003 - Present
Financial Planning Association of Southern Wisconsin January 2015 - Present
Financial Planning Association of Southern Wisconsin January 2013 - Present
Milwaukee Brewers Baseball Club July 2001 - June 2004
World Financial Group (WFG) August 1996 - July 2003
Archtiecture 2000 September 1994 - March 1996
Architects III November 1989 - September 1993
Education
Kaplan University 2013 — 2014
CFP® Certification Course, Financial Planning and Services
University of Wisconsin-Milwaukee 1987 — 1993
Bachelor of Science, Architecture
Pulaski High School 1983 — 1987
High School Diploma, Pre-College
Randy Winkler, CFP® Randy Winkler, CFP®'s Annex Wealth Management Experience September 2014 - Present
Job Central Planning Manager at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management September 2014 - Present
Annex Wealth Management January 2012 - Present
Harris Investor Services September 2008 - January 2012
Community Financial Services June 2007 - September 2008
Disciplined Financial Services February 2005 - April 2006
A.G. Edwards & Sons, Inc. 2002 - February 2005
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Asset Allocation, Mutual Funds, Series 7, Retirement, Estate Planning, Financial Advisory, Investments, Securities, Strategic Financial..., Asset Managment, Life Insurance, Investment Management, Portfolio Management, Investment Advisory, Financial Planning
Education
U.W. Milwaukee 1989 — 1990
BA, Mathematics
U.W. Waukesha 1986 — 1989
AS, Computer Science
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CERTIFIED FINANCIAL PLANNER
Annex Wealth Management September 2014 - Present
Annex Wealth Management January 2012 - Present
Harris Investor Services September 2008 - January 2012
Community Financial Services June 2007 - September 2008
Disciplined Financial Services February 2005 - April 2006
A.G. Edwards & Sons, Inc. 2002 - February 2005
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Asset Allocation, Mutual Funds, Series 7, Retirement, Estate Planning, Financial Advisory, Investments, Securities, Strategic Financial..., Asset Managment, Life Insurance, Investment Management, Portfolio Management, Investment Advisory, Financial Planning
Education
U.W. Milwaukee 1989 — 1990
BA, Mathematics
U.W. Waukesha 1986 — 1989
AS, Computer Science
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CERTIFIED FINANCIAL PLANNER
Jack Nelson, CFP®, CRC® Jack Nelson, CFP®, CRC®'s Annex Wealth Management Experience April 2012 - July 2012
Job Senior Vice President Program Manager
Industry Financial Services
Experience
Johnson Bank July 2012 - Present
Sharon Lynne Wilson Center for the Arts 2009 - Present
Village of Elm Grove 2005 - Present
COSBE 1990 - Present
Annex Wealth Management April 2012 - July 2012
BMO Harris Bank 2008 - 2011
MMBC 2005 - 2008
Merchants and Manufacturers Bancorporation 2002 - 2008
Jack Nelson & Assoc. 1985 - 2005
Skills
Strategic Financial..., Sales, Finance, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Commercial Lending, 401k, Training, Insurance, Asset Allocation, Series 7, Investment Advisory, Retirement, Estate Planning, Leadership
Education
DePaul University 1968 — 1972
Bachelor of Science (BSc), Business Administration and Management, General
De Paul University
Master of Business Administration (MBA), Business Administration and Management, General
Johnson Bank July 2012 - Present
Sharon Lynne Wilson Center for the Arts 2009 - Present
Village of Elm Grove 2005 - Present
COSBE 1990 - Present
Annex Wealth Management April 2012 - July 2012
BMO Harris Bank 2008 - 2011
MMBC 2005 - 2008
Merchants and Manufacturers Bancorporation 2002 - 2008
Jack Nelson & Assoc. 1985 - 2005
Skills
Strategic Financial..., Sales, Finance, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Commercial Lending, 401k, Training, Insurance, Asset Allocation, Series 7, Investment Advisory, Retirement, Estate Planning, Leadership
Education
DePaul University 1968 — 1972
Bachelor of Science (BSc), Business Administration and Management, General
De Paul University
Master of Business Administration (MBA), Business Administration and Management, General
Leslie Buck Leslie Buck's Annex Wealth Management Experience October 2011 - April 2014
Job Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2014 - Present
Annex Wealth Management October 2011 - April 2014
Associated Wealth Management October 2010 - October 2011
Thrivent Financial for Lutherans August 2009 - July 2010
Skills
Asset Allocation, Wealth Management, Asset Managment, Risk Management, Series 7, Life Insurance, Financial Advisory, Banking, Portfolio Management, Retirement
Education
Lawrence University 2004 — 2008
BA, Government, Economics
MSID-Kenya 2007 — 2008
Study Abroad
Robert W. Baird & Co. April 2014 - Present
Annex Wealth Management October 2011 - April 2014
Associated Wealth Management October 2010 - October 2011
Thrivent Financial for Lutherans August 2009 - July 2010
Skills
Asset Allocation, Wealth Management, Asset Managment, Risk Management, Series 7, Life Insurance, Financial Advisory, Banking, Portfolio Management, Retirement
Education
Lawrence University 2004 — 2008
BA, Government, Economics
MSID-Kenya 2007 — 2008
Study Abroad
Kimberly Baewer Kimberly Baewer's Annex Wealth Management Experience April 2012 - April 2014
Job Client Service Associate at Investors Advisory Group
Industry Financial Services
Experience
Investors Advisory Group November 2014 - Present
Ellenbecker Investment Group May 2014 - July 2014
Annex Wealth Management April 2012 - April 2014
Heritage Financial Consultants LLC June 2008 - July 2010
Northwestern Mutual January 2006 - June 2008
Robert W. Baird & Co. January 2002 - January 2006
Robert W. Baird & Co. July 1999 - December 2001
Skills
CRM, Portfolio Management, Investments, Financial Services, Mutual Funds, Wealth Management
Education
Marquette University 1994 — 1999
Bachelor of Economics & Spanish, Economics & Spanish
Investors Advisory Group November 2014 - Present
Ellenbecker Investment Group May 2014 - July 2014
Annex Wealth Management April 2012 - April 2014
Heritage Financial Consultants LLC June 2008 - July 2010
Northwestern Mutual January 2006 - June 2008
Robert W. Baird & Co. January 2002 - January 2006
Robert W. Baird & Co. July 1999 - December 2001
Skills
CRM, Portfolio Management, Investments, Financial Services, Mutual Funds, Wealth Management
Education
Marquette University 1994 — 1999
Bachelor of Economics & Spanish, Economics & Spanish
Andrew Oswald's Annex Wealth Management Experience June 2013 - August 2013
Job Marquette University Student
Industry Market Research
Experience
Marquette University August 2015 - Present
Cyganiak Planning Inc May 2015 - August 2015
Annex Wealth Management June 2013 - August 2013
Applebee's June 2011 - March 2013
Skills
PowerPoint, Leadership, Public Speaking
Education
Marquette University 2013 — 2017
Marketing, Human Resources, Sophmore
New Berlin Eisenhower High School 2009 — 2013
Marquette University August 2015 - Present
Cyganiak Planning Inc May 2015 - August 2015
Annex Wealth Management June 2013 - August 2013
Applebee's June 2011 - March 2013
Skills
PowerPoint, Leadership, Public Speaking
Education
Marquette University 2013 — 2017
Marketing, Human Resources, Sophmore
New Berlin Eisenhower High School 2009 — 2013
Neil Dunham, CMFC Neil Dunham, CMFC's Annex Wealth Management Experience November 2013 - July 2015
Job Regional Vice President Forethought Annuities
Industry Financial Services
Experience
Forethought Annuities August 2015 - Present
Annex Wealth Management November 2013 - July 2015
Lincoln Financial Distributors May 2011 - November 2013
ING December 1999 - April 2011
Kemper Funds/Scudder Kemper Investments January 1996 - December 1999
Skills
Investment Advisory, Wealth Management, Financial Planning, Independent Financial..., Mutual Funds, Series 6, Financial Advisory, Retirement Planning, Series 63, Series 7, Asset Allocation, Wholesale, Retirement, Investments, Securities, Series 65, FINRA, 401k, FINRA Series 65, FINRA Series 6, FINRA Series 7, Asset Management, Financial Services, Estate Planning, Strategic Planning, Relationship Management, IRAs, Investment Strategies
Education
Northern Illinois University 1991 — 1995
Bachelor of Arts, Political Science, Communications
College for Financial Planning
CMFC
Forethought Annuities August 2015 - Present
Annex Wealth Management November 2013 - July 2015
Lincoln Financial Distributors May 2011 - November 2013
ING December 1999 - April 2011
Kemper Funds/Scudder Kemper Investments January 1996 - December 1999
Skills
Investment Advisory, Wealth Management, Financial Planning, Independent Financial..., Mutual Funds, Series 6, Financial Advisory, Retirement Planning, Series 63, Series 7, Asset Allocation, Wholesale, Retirement, Investments, Securities, Series 65, FINRA, 401k, FINRA Series 65, FINRA Series 6, FINRA Series 7, Asset Management, Financial Services, Estate Planning, Strategic Planning, Relationship Management, IRAs, Investment Strategies
Education
Northern Illinois University 1991 — 1995
Bachelor of Arts, Political Science, Communications
College for Financial Planning
CMFC
Kahrrin Russo's Annex Wealth Management Experience December 2014 - Present
Job Operations at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management December 2014 - Present
First Bank Financial Centre January 2014 - November 2014
Sivak Financial Group July 2012 - January 2014
Robert Half International March 2012 - July 2012
Harley-Davidson Motorcycles November 2007 - April 2008
Mustang Shelly's February 2002 - April 2008
Skills
Applicant Tracking..., Recruiting, College Recruiting, Talent Acquisition, Onboarding, Internet Recruiting, Technical Recruiting, Sourcing, Employee Relations, Human Resources, Contract Recruitment, Account Management, Interviews, Sales, Management, Customer Service, Leadership
Education
Carroll College
Bachelor of Business Administration (B.B.A.), General Studies
University of Phoenix
Associates Degree, Business Management
University of Phoenix
Bachelors, Business Management
Annex Wealth Management December 2014 - Present
First Bank Financial Centre January 2014 - November 2014
Sivak Financial Group July 2012 - January 2014
Robert Half International March 2012 - July 2012
Harley-Davidson Motorcycles November 2007 - April 2008
Mustang Shelly's February 2002 - April 2008
Skills
Applicant Tracking..., Recruiting, College Recruiting, Talent Acquisition, Onboarding, Internet Recruiting, Technical Recruiting, Sourcing, Employee Relations, Human Resources, Contract Recruitment, Account Management, Interviews, Sales, Management, Customer Service, Leadership
Education
Carroll College
Bachelor of Business Administration (B.B.A.), General Studies
University of Phoenix
Associates Degree, Business Management
University of Phoenix
Bachelors, Business Management
Greg Batiansila's Annex Wealth Management Experience June 2015 - Present
Job Director of Marketing at Annex Wealth Management
Industry Marketing and Advertising
Experience
Annex Wealth Management June 2015 - Present
Leaving Eden January 2012 - Present
Hypersmart* Media April 2010 - Present
Edgenet January 2011 - June 2015
People For Rebecca January 2010 - February 2013
People For Rebecca April 2010 - November 2010
Avicom Marketing Communications April 2007 - April 2010
Noise Marketing June 2006 - April 2007
Noise, Inc 2006 - 2007
We Energies October 1999 - June 2006
Skills
Creative Writing, Feature Writing, Email Marketing, Social Media Marketing, Social Media Development, Video, Video Editing, Video Production, Online Video, Writing, Scripting, Script Analysis, Script Doctoring, Team Leadership, Marketing Strategy, Political Campaigns, Political Communication, Brand Stewardship, Social Media, Online Marketing, Blogging, Digital Media, Online Advertising, Adobe Creative Suite, Salesforce.com, Digital Strategy, Press Releases, Corporate Communications, Marketing, Feature Articles
Education
Concordia University-Wisconsin 1987 — 1991
Bachelor of Arts, English
Marquette University 1986 — 1987
Biomedical/Medical Engineering
University of Wisconsin-Milwaukee 2002 — 2002
Certification, Web Design
N.E.W. Lutheran High School 1982 — 1986
Annex Wealth Management June 2015 - Present
Leaving Eden January 2012 - Present
Hypersmart* Media April 2010 - Present
Edgenet January 2011 - June 2015
People For Rebecca January 2010 - February 2013
People For Rebecca April 2010 - November 2010
Avicom Marketing Communications April 2007 - April 2010
Noise Marketing June 2006 - April 2007
Noise, Inc 2006 - 2007
We Energies October 1999 - June 2006
Skills
Creative Writing, Feature Writing, Email Marketing, Social Media Marketing, Social Media Development, Video, Video Editing, Video Production, Online Video, Writing, Scripting, Script Analysis, Script Doctoring, Team Leadership, Marketing Strategy, Political Campaigns, Political Communication, Brand Stewardship, Social Media, Online Marketing, Blogging, Digital Media, Online Advertising, Adobe Creative Suite, Salesforce.com, Digital Strategy, Press Releases, Corporate Communications, Marketing, Feature Articles
Education
Concordia University-Wisconsin 1987 — 1991
Bachelor of Arts, English
Marquette University 1986 — 1987
Biomedical/Medical Engineering
University of Wisconsin-Milwaukee 2002 — 2002
Certification, Web Design
N.E.W. Lutheran High School 1982 — 1986